FLP Wealth Management’s Williams Companies WMB Stock Holding History

FLP Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-83	Closed	-$4.48K	–	460
2024 Q4	$4.48K	Buy	+83	New	+$4.47K	0.01%	311

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

FLP Wealth Management's WMB Position: Q1 2025 in Review

FLP Wealth Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 83 shares — an estimated $4.48K sold.

FLP Wealth Management first reported a position in WMB in Q4 2024 and held it in 1 quarter. The position peaked at $4.48K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

FLP Wealth Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 83 Williams Companies shares in Q1 2025, an estimated $4.48K.
FLP Wealth Management first reported a position in Williams Companies in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Williams Companies position peaked at $4.48K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.